『Watch Your Six』のカバーアート

Watch Your Six

Watch Your Six

著者: Jason Edwards
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As a financial advisor with nearly two decades of experience, I’ve seen firsthand that the biggest challenge for my clients—whether business leaders, entrepreneurs, or individuals looking to grow their wealth—is the fixation on picking the “right” investments. In reality, success lies in avoiding the wrong ones. The goal isn’t to beat the market; it’s to follow a disciplined, strategic plan that allows your wealth to grow steadily over time. My passion has always been to protect and guide my clients toward smart financial decisions, and I want to do the same for you. Each week on our show, we’ll speak with people who have been misled, made costly mistakes, or fallen victim to bad financial advice. We’ll break down their experiences and provide insights to help you avoid the same pitfalls—so you can build and protect your wealth with confidence.2025 個人ファイナンス 経済学
エピソード
  • 7 Wealth Traps Holding You Back | #16
    2025/07/22

    Most people aren’t broke because they’re lazy—they’re broke because the system is rigged against them.

    In this episode, Jason Edwards breaks down the hidden forces that sabotage your financial progress—even when you’re doing everything “right.” From inflation and emotional spending to systemic barriers and poor financial education, Jason lays out seven key traps that keep individuals and entrepreneurs stuck.

    You’ll learn:

    • Why hard work without a plan is useless

    • How debt and lifestyle inflation quietly erode wealth

    • Practical steps to start building multiple income streams

    If you’ve ever felt like you’re sprinting but getting nowhere, this episode is the wake-up call—and the roadmap—you’ve been waiting for.

    👤 Connect with Jason Edwards:
    LinkedIn
    📩 jedwards@efs-advisors.com

    Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser

    Investment advisory services offered through Edwards Financial Services, Inc., a Registered Investment Adviser

    Edwards Financial Services, Inc. is not owned or controlled by Calton & Associates, Inc.

    The information contained in this communication has been derived from sources believed to be reliable but is not guaranteed as to the accuracy and completeness and does not purport to be a complete analysis of the material discussed. The opinions expressed herein do not necessarily reflect those of Calton and Associates, Inc., and are subject to change without notice.

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    28 分
  • Stop Lifestyle Creep Before It Steals Your Wealth | #15
    2025/07/15

    Earning more shouldn’t leave you broke — but for many, it does.

    Join host Jason Edwards on Watch Your Six as he tackles the sneaky phenomenon of lifestyle inflation — where every raise and bonus vanishes into fancier dinners, pricier vacations, and bigger homes, leaving your savings gasping for air.

    In this episode, Jason breaks down:

    • Eight powerful strategies to defeat lifestyle creep

    • How to set meaningful financial goals that actually stick

    • The secrets of mindful spending and the 50-30-20 rule

    • Why automating your savings protects you from… you

    Success should bring freedom, not financial stress. Tune in and learn how to build wealth while still enjoying life — without falling into the trap of “earn more, spend more.”

    Let’s watch your six — and your wallet.

    👉 Connect with Jason Edwards on LinkedIn
    📧 Contact: jedwards@efs-advisors.com

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    21 分
  • Cut Taxes, Grow Wealth: Insider Investment Moves | #14
    2025/07/08

    Are taxes silently draining your wealth—and your future?

    In this high-impact episode of Watcher Six, Jason Edwards exposes the overlooked tax traps that sabotage growth for investors, entrepreneurs, and small business owners alike. He demystifies complex strategies like tax-efficient investing, tax harvesting, and the power of ETFs vs. mutual funds, all while highlighting urgent shifts in tax law that could transform your financial game plan.

    Key insights you’ll discover:

    How tax-efficient investing can lower your risk—and grow your net returns

    Why the new QBI deduction is a potential goldmine for small businesses

    Smart ways to harness tax harvesting and avoid costly surprises

    Whether you’re an executive eyeing retirement, an entrepreneur planning your next venture, or a busy professional trying to maximize your savings, this episode will arm you with practical steps to keep more of what you earn—and redefine what wealth means for your life.

    Don’t leave your future up to chance. Listen now and start watching your six.

    🔗 Connect with Jason Edwards:

    LinkedIn - Jason Edwards

    📧 Email: jedwards@efs-advisors.com





    Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser

    Investment advisory services offered through Edwards Financial Services, Inc., a Registered Investment Adviser

    Edwards Financial Services, Inc. is not owned or controlled by Calton & Associates, Inc.

    The information contained in this communication has been derived from sources believed to be reliable but is not guaranteed as to the accuracy and completeness and does not purport to be a complete analysis of the material discussed. The opinions expressed herein do not necessarily reflect those of Calton and Associates, Inc., and are subject to change without notice.

    続きを読む 一部表示
    28 分

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